Wealth management software for client-focused, growth-minded advisors
Our all-in-one cloud-based platform aggregates data, centralizes workflows, and provides you with a holistic overview of your business
What you get with CircleBlack
Advisor dashboard
Modern and intuitive UI that puts all your client information at your fingertips
Client portal & mobile app
Beautiful, easy to use client experience available as white label mobile app & portal
Core capabilities
Includes performance reporting, trading & rebalancing, billing, and document vault
Integrations
Connect with 25 of the leading wealth-tech vendors in CRM, planning, and risk
Data connections
Direct connections to 14 custodians and thousands of financial institutions
Advisors at leading firms use CircleBlack
Built for client-centric advisors and businesses
Established RIAs
Whether you’re a smaller firm that’s outgrown custodian tools, or a larger firm that’s dissatisfied with your current all-in-one vendor, CircleBlack can help you save time, delight clients, and win more business.
Breakaway RIAs
CircleBlack is the one-stop destination for advisors leaving the wirehouse and IBD channels that are looking for a modern technology solution for their new RIA. We offer white glove support that simplifies the transition, minimizes client leakage, and projects professionalism.
Enterprises
We work with TAMPs, Custodians, Independent Broker-Dealers, and Wirehouses to deploy custom solutions built on our modern tech stack to meet the needs of your advisors.
Elevate every aspect of your firm
Allow prospects to easily connect accounts
Prospects are able to download a branded firm app and connect their custodial and held away accounts ahead of your initial call, leaving a strong first impression with the client and providing you a clearer view into their financial situation.
Leading advisors choose CircleBlack
Streamlined reporting
“Our previous all-in-one vendor offered too many reporting capabilities that we never used and were overpaying for, and the reports themselves looked outdated. The experience with CircleBlack is so much simpler and the reports look better – we’re really pleased we switched”
– Dani Mutz, co-founder at Cross State Financial
Simplified billing capabilities
“We had a choice to bill our clients using our billing fee calculations and structure: ending balance, monthly, and in advance, etc. Managing billing in Excel had been a nightmare, but CircleBlack makes it easy. it only takes 20% of the time it used to! Now we do it consistently which creates a better client experience”
– Andy Schroeder, Safeguard Wealth
Strong client experience
“What our clients want most is transparent and accessible service. CircleBlack allows us to offer an online platform and mobile app that allows our clients to track their wealth 24/7. This enables our financial advisors to deliver the personalized service our clients deserve.”
Chief Investment Officer at Glen Eagle
Simplify daily tasks and client interactions
Systems, accounts, and files are siloed and scattered, making it challenging to see and manage a client’s portfolio holistically.
One central platform for advisors & clients to access all their systems, accounts, and files.
Simplify daily tasks and client interactions
Without CircleBlack
Systems, accounts, and files are siloed and scattered, making it challenging to see and manage a client’s portfolio holistically.
With CircleBlack
One central platform for advisors & clients to access all their systems, accounts, and files.
CircleBlack currently supports:
200
Firms
1.4k
Advisors
700k
Clients
1.3M
Accounts
$97B
AUM